Wealth Products Product Manager — Brokerage & Retirement

Truist; Richmond (VA); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Job summary

Truist Wealth is seeking a Brokerage and Retirement Products Product Manager to provide financial product support to the Trusted Wealth Financial Advisors in Richmond, VA. You will help design sales/marketing strategies, recommend investment options, and maintain product knowledge to stay ahead of industry trends.

The role requires collaboration with manufacturers and technology partners and participation in advisor meetings.

Qualifications

• Minimum 5 years of investments/wealth management experience.
• Minimum 2 years of direct experience with assigned product area.
• FINRA Series 7 and 66 or equivalent.
• Strong oral and written communication skills.
• Proficiency in Microsoft Office and Bloomberg.

Responsibilities

• Contribute to the design and implementation of sales and marketing strategy with Financial Advisors.
• Recommend appropriate investment options for client needs based on the products on the platform.
• Evaluate products and services for continued suitability.
• Develop relationships with product manufacturers, industry peers and technology partners.
• Participate in client and prospect meetings with Financial Advisors as requested.
• Understand the technology systems that support the product to educate Advisors.
• Stay current with firm investment guidance, industry trends, and available product sets.
• Manage risk by aligning activities with the firm’s risk appetite.

Skills

Wealth management experience

Communication skills

Financial product knowledge

Education

Bachelor's degree or equivalent education

FINRA Series 7 and 66

Tools

Bloomberg

Microsoft Office

Job description

Truist Wealth is seeking a Brokerage and Retirement Products Product Manager to provide financial product support to the Trusted Wealth Financial Advisors in Richmond, VA. You will help design sales/marketing strategies, recommend investment options, and maintain product knowledge to stay ahead of industry trends.

The role requires collaboration with manufacturers and technology partners and participation in advisor meetings.